Anic Equity¶
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Total return since start: 0.622 %¶
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Equity now: -----------------------------> 49545.81 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45484.6 Kr¶
PnL: ---------------------------------------> 428.6 Kr¶
DD now: ---------------------------------> -6.729 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 14:21:50.462946'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.590000 | 1670.580000 | 201.580000 | 13.720000 | 1468.999998 |
| Sedana Medical | 93 | 4.060000 | 2672.820000 | 151.820000 | 6.020000 | 2521.000011 |
| Orrön Energy | 180 | 5.250000 | 2164.500000 | 121.500000 | 5.950000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.320000 | 1021.200000 | 60.200000 | 6.260000 | 960.999996 |
| Atrium Ljungberg B | 5 | 3.940000 | 990.000000 | 55.000000 | 5.880000 | 935.000000 |
| Catena | 2 | 3.930000 | 834.800000 | 42.800000 | 5.400000 | 792.000000 |
| Sagax B | 4 | 3.370000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| JM | 6 | 3.080000 | 904.800000 | 40.800000 | 4.720000 | 864.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.370000 | 1000.800000 | 33.800000 | 3.500000 | 966.999996 |
| Bilia A | 8 | 1.960000 | 917.600000 | 17.600000 | 1.960000 | 900.000000 |
| BioGaia B | 8 | 1.280000 | 946.400000 | 16.400000 | 1.760000 | 930.000000 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| OX2 | 13 | 1.590000 | 955.500000 | 5.500000 | 0.580000 | 949.999999 |
| Biotage | 7 | 0.300000 | 945.700000 | 4.700000 | 0.500000 | 940.999997 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.000000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| EQT | 4 | 0.630000 | 833.200000 | 1.200000 | 0.140000 | 832.000000 |
| AcadeMedia | 8 | 0.300000 | 402.000000 | 0.000000 | 0.000000 | 402.000000 |
| Byggmax Group | 33 | 0.000000 | 953.040000 | -2.960000 | -0.310000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.080000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| Alimak Group | 11 | 0.000000 | 917.400000 | -10.600000 | -1.140000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.890000 | 952.000000 | -15.000000 | -1.550000 | 966.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| VEF | 909 | 0.500000 | 1827.090000 | -22.910000 | -1.240000 | 1850.000436 |
| SKF B | 5 | -1.720000 | 916.000000 | -24.000000 | -2.550000 | 940.000000 |
| Indutrade | 5 | 2.110000 | 1185.500000 | -32.500000 | -2.670000 | 1218.000000 |
| Hexagon B | 26 | 1.110000 | 3428.100000 | -32.900000 | -0.950000 | 3461.000010 |
| Latour B | 4 | 0.050000 | 818.400000 | -38.600000 | -4.500000 | 857.000000 |
| Addnode Group B | 11 | -2.140000 | 882.200000 | -38.800000 | -4.210000 | 921.000003 |
| Vitec Software Group B | 2 | 0.480000 | 1047.000000 | -40.000000 | -3.680000 | 1087.000000 |
| BHG Group | 97 | 3.150000 | 1397.770000 | -61.230000 | -4.200000 | 1458.999989 |
| Bufab | 3 | -0.510000 | 1047.600000 | -61.400000 | -5.540000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| TOTAL | 45484.600000 | 428.600000 | -6.72913% | 45056.000411 |
Updated:¶
'2023-07-04 14:22:07.144855'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
